Tuesday, June 10

11:00 AM – 11:50 PM
Lunch and Networking

12:00 PM – 1:00 PM

Opening Fireside: From Growth to Acceleration

Speakers: Rob Barnett, President and CEO, Great Gray  |  Bill Farrell, Chairman of Great Gray

Our opening fireside chat will set the tone for our two days together. We’ll acknowledge the choices made last year – and how those choices are impacting the business today. The broad-ranging discussion will highlight key themes for the event and underscore important takeaways.

1:00 PM – 2:00 PM

From Spreadsheets to AI: How Great Gray Is Rewriting Retirement Technology

Great Gray Speakers: Pratyush Rai, CTO  |  Isabelle Blankmeyer, Head of Product – Technology  |  Zee Hamza, Director of Data Science & AI

Great Gray is making technological acceleration the mandate in retirement. We are building the infrastructure of tomorrow with AI at the core: streamlining operations, sharpening decision-making, and unlocking new levels of personalization. Investments in machine learning, intelligent automation, and scalable data systems aren’t just driving efficiency, they’re raising the bar for what’s possible across the entire ecosystem.

2:00 PM – 2:30 PM
Coffee/Refreshment Break

2:30 PM – 3:15 PM

Operational Agility: Investing in our Strengths

Speaker: Jen Matz, Chief Operating Officer, Great Gray

The evolution of Great Gray’s operational infrastructure is important to ensuring we have the agility to serve our clients well as their needs and the markets evolve. This session will discuss how we continue to leverage our operational strengths while adapting to changes that will allow us to create leading edge client solutions.

3:15 PM – 4:00 PM

Digital Distribution & Advisor Activation

Great Gray Speakers: Scott Barker, CMO  |  Alexis DeVilling, Digital Marketing Director

In a crowded retirement ecosystem, attention is currency. This session will unpack Great Gray’s modern distribution strategies and advisor activation. Discover the tools and tactics driving measurable growth and strong relationships for asset managers.

4:00 PM – 5:00 PM

ERISA Policy

Speaker: Mark Iwry, Nonresident Senior Fellow at the Brookings Institution; Former Senior Advisor to the Secretary of the Treasury; Visiting Scholar, The Wharton School

This session will provide a look back at the first 50 years of ERISA and look forward to the next 50 with Mark Iwry who has been at the forefront of the most prominent retirement policy changes in the last 20 years, including the implementation of behavioral economic principles in 401(k) plan design via auto-enrollment. We’ll explore how the industry can collaborate on policy priorities to improve retirement policy and outcomes for retirement savers.

5:00 PM – 6:00 PM
Happy Hour with Light Bites

7:00 PM – 9:00 PM
Formal Dinner at Del Frisco’s Back Bay

Sponsored by

8:30 AM – 9:30 AM
Breakfast and Networking

9:30 AM – 10:10 AM

M&A: What We’re Watching

Speakers: Brennin Kroog, MD, Lazard  |  Scott Abramowitz, Partner, Ropes & Gray | Simon Greene, Director Private Equity, KKR

Insights into M&A in the retirement ecosystem.

• What’s in scope (i.e., “what comprises the retirement ecosystem”)?
• Key drivers
• Active sectors and participants
• Macro-factors
• Forecasts

10:15 AM – 11:00 AM

Scaling With Intention: How Our Relationship Team Is Evolving

Speaker: Julie Wimer, Head of Relationship Management and Product, Great Gray

As Great Gray and our team grow, our mission is steady: deliver more value to our relationships in the ecosystem. This session will share how we’re evolving our model to stay aligned, strategic, and deeply connected to the people we serve. Growth isn’t just about headcount; it’s about clarity of focus. It’s about scaling what works, streamlining what doesn’t, and bringing the right insights to the right people at the right time.

11:00 AM – 11:15 AM
Coffee/Refreshment Break

11:15 AM – 11:45 AM

Spotlight: RPAG Innovation – Elevating Advisor Efficiency and Client Impact

Speakers: Isabelle Blankmeyer, Head of Product – Technology, Great Gray  |  Brooke Visagie, Advisor Service Associate at RPAG

Today’s retirement plan advisors are asked to do more – with less time, more data, and higher expectations. This session showcases how RPAG is rising to that challenge, delivering powerful innovations that transform how advisors operate, scale, and serve their clients.

This session includes a live demonstration of the platform’s most impactful features, designed to show exactly how RPAG is redefining operational efficiency and advisor enablement in the retirement space.

11:45 AM – 12:45 PM
Plated Lunch

12:45 PM – 1:30 PM

Changing U.S. Demographics and Implications on Retirement Products

Speakers: Olivia S. Mitchell, Executive Director, Wharton Pension Research Council  |  Angie Chen, Head of Savings and Household Finance, Boston College CRR

Moderated by Jason Levy, Sr. Counsel, Great Gray Trust Company

With the shift from pensions to participant-directed plans like 401(k)s, individuals face increased financial decision-making, especially amid age-related cognitive decline. This session examines the financial risks to retirees and families, highlighting the need for policy and product innovations to support a more resilient retirement system.

1:30 PM – 2:15 PM

Strategy & Paradigm Shifts

Speaker: Dan Dal Degan, Board Member of Great Gray and veteran Sales Executive with Oracle and Salesforce

Most professionals think they understand strategy: it’s a roadmap, a plan, a set of tactics. But that mindset misses the mark. In this provocative session, veteran executive and sales leader Dan Dal Degan explores strategy in-depth and reveals how to create one powerful enough to reshape entire industries.

2:15 PM – 2:30 PM 

Wrap Up: What’s Next for Great Gray

Speaker: Julie Wimer, Head of Relationship Management and Product, Great Gray

Julie Wimer will provide a summarized output from both days, reinforce Great Gray’s vision, growth trajectory, and key takeaways for the future.

3:00 PM – 5:00 PM
Happy Hour at Trifecta, Lobby Bar at the Four Seasons, Dalton Street